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ArcBest ARCB Asset Light — Operating Income

Other segment segments

Asset Based
$17.48M-33.8%

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Other financials

Income statement

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Revenue$1.2B+15.9%
Operating income-$20.6M-155%
Net income-$13.8M-154%
EPS (diluted)-$0.62-155%

Balance sheet

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Cash & equivalents$145.9M+27.0%
Total debt$423.5M-13.8%
Total equity$1.3B-2.5%
Total assets$2.5B-0.6%

Cash flow

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Operating cash flow$129.7M+18.5%
CapEx$12.6M-54.1%
Free cash flow$117.1M+42.8%

Valuation

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Market cap$3.02B+79.5%
Enterprise value$3.3B+60.2%
P/E60.2×+11.4×
P/S0.7×+0.3×

Profitability

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Operating margin0.9%-4.5pp
Net margin2.4%-2.1pp
FCF margin4.4%+2.7pp

Returns & leverage

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Return on equity7.4%-7.9pp
Debt / equity0.3×0.0×
Current ratio0.0×

Where this comes from

Reported directly by ArcBest in its filing.

Tagged under the XBRL concept us-gaap:OperatingIncomeLoss.

The source filing: ArcBest’s 10-Q, filed May 1, 2026.

Filed
May 1, 2026, 11:57 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001104659-26-053753
Line itemThree Months Ended / March 31 / 2026Three Months Ended / March 31 / 2025
Total consolidated operating expenses$995,356$960,447
OPERATING INCOME (LOSS)
Asset-Based$17,477$26,417
Asset-Light231(4,380)
Other and eliminations(14,278)(15,407)
Total consolidated operating income$3,430$6,630
OTHER INCOME (COSTS)
Interest and dividend income$676$1,150

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is ArcBest's asset light — operating income?
ArcBest (ARCB) reported asset light — operating income of $231K in Q1 2026.
How has ArcBest's asset light — operating income changed year-over-year?
ArcBest's asset light — operating income increased by 105.3% year-over-year, from -$4.38M to $231K.
What is the long-term trend for ArcBest's asset light — operating income?
Over 3 years (2021 to 2025), ArcBest's asset light — operating income has grown at a -31.0% compound annual growth rate (CAGR), from $46.4M to -$15.26M.
What does asset light — operating income mean?
Measures the profitability of the asset-light segment by subtracting total operating expenses from segment revenue. This is the key indicator of the segment's operational health and its contribution to the overall company bottom line.

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